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User Management Module ​

The User Management module allows you to manage users, roles, and permissions in your OmniSuite CMS installation. This guide covers all user management features.

Table of Contents ​

  1. Overview
  2. Accessing User Management
  3. User List
  4. Creating Users
  5. Editing Users
  6. User Roles
  7. Permissions Management
  8. Bulk Operations
  9. User Teams/Workspaces
  10. User Activity

Overview ​

Features ​

  • ✅ Create and manage user accounts
  • ✅ Role-based access control (RBAC)
  • ✅ Permission management
  • ✅ User teams/workspaces
  • ✅ User activity tracking
  • ✅ Bulk user operations
  • ✅ User profile management
  • ✅ Password management

Admin Routes ​

  • User List: /admin/users
  • Create User: /admin/users/create
  • Edit User: /admin/users/{id}/edit
  • Roles: /admin/roles

Permissions ​

  • View Users: view users permission
  • Create Users: create users permission
  • Edit Users: edit users permission
  • Delete Users: delete users permission
  • Manage Roles: manage roles & permissions permission

Accessing User Management ​

From Admin Panel ​

  1. Log in to admin panel
  2. Navigate to Core → Users
  3. Or go directly to: /admin/users

User Management Sections ​

  • Users: User list and management
  • Roles: Role management
  • Permissions: Permission assignments

User List ​

Viewing Users ​

Access at: /admin/users

List Features ​

  • Search by name, email, username
  • Real-time search results
  • Filters as you type

Filters ​

  • Role: Filter by user role
  • Status: Active/Inactive
  • Date: Registration date range
  • Team: Filter by team/workspace

Sorting ​

  • By Name (A-Z, Z-A)
  • By Email
  • By Registration Date
  • By Last Login

Display Options ​

  • Items per page (10, 25, 50, 100)
  • Grid or list view
  • Column visibility

User Information Displayed ​

  • Name: User's full name
  • Email: Email address
  • Role: Assigned role(s)
  • Status: Active/Inactive
  • Last Login: Last login timestamp
  • Registered: Registration date

Creating Users ​

Step 1: Access Create Page ​

  1. Go to Users → Create New User
  2. Or navigate to: /admin/users/create

Step 2: Basic Information ​

First Name ​

  • User's first name
  • Required field
  • Example: John

Last Name ​

  • User's last name
  • Required field
  • Example: Doe

Email Address ​

  • Required: Must be unique
  • Used for login
  • Used for notifications
  • Format: user@example.com

Username (Optional) ​

  • Alternative login identifier
  • Must be unique if provided
  • Alphanumeric and underscores only

Step 3: Password ​

Set Password ​

  • Minimum: 8 characters
  • Recommended: 12+ characters
  • Include:
    • Uppercase letters
    • Lowercase letters
    • Numbers
    • Special characters

Password Options ​

  • Set Password: Enter password manually
  • Generate Password: Auto-generate strong password
  • Send Password Reset: User sets password via email

Step 4: Role Assignment ​

Select Role ​

  • Choose from available roles
  • Can assign multiple roles
  • Primary role determines main permissions

Available Roles ​

  • Admin: Full system access
  • Editor: Content management
  • Author: Content creation
  • Contributor: Limited content creation
  • Subscriber: Basic access
  • Custom Roles: User-defined roles

Step 5: Additional Settings ​

Status ​

  • Active: User can log in
  • Inactive: Account disabled

Email Verification ​

  • Verified: Email confirmed
  • Unverified: Requires verification

Two-Factor Authentication ​

  • Enable 2FA for user
  • Requires setup by user

Step 6: Team/Workspace Assignment ​

Assign to Team ​

  • Select team/workspace
  • User gains team permissions
  • Access to team resources

Step 7: Save User ​

  • Create User: Save and create account
  • Create & Add Another: Save and create another
  • Create & Edit: Save and continue editing

Editing Users ​

Accessing Edit Page ​

  1. Go to user list
  2. Click Edit on user
  3. Or navigate to: /admin/users/{id}/edit

Editable Information ​

Personal Information ​

  • First Name
  • Last Name
  • Email (with verification)
  • Username
  • Phone Number
  • Address

Account Settings ​

  • Change Password:
    • Enter new password
    • Confirm password
    • Save changes

Role Management ​

  • Change Roles:
    • Add roles
    • Remove roles
    • Set primary role

Status Management ​

  • Activate/Deactivate:
    • Toggle user status
    • Inactive users cannot log in

Team Assignment ​

  • Change Team:
    • Assign to different team
    • Remove from team
    • Change team role

Updating Own Profile ​

Users can update their own profile:

  • Access at: /admin/users/update-own
  • Can change:
    • Name
    • Email
    • Password
    • Profile picture
    • Personal preferences

User Roles ​

Accessing Roles ​

  1. Go to Users → Roles
  2. Or navigate to: /admin/roles

Role Management ​

Creating a Role ​

  1. Click Create New Role
  2. Enter:
    • Name: Role name (e.g., "Content Manager")
    • Slug: URL-friendly version (auto-generated)
    • Description: Role description
  3. Click Save

Role Features ​

  • Clone Role: Duplicate existing role
  • Bulk Assign: Assign role to multiple users
  • Statistics: View role usage stats

Default Roles ​

Administrator ​

  • Full system access
  • All permissions
  • Can manage everything

Editor ​

  • Content management
  • Can publish content
  • Can manage media
  • Limited settings access

Author ​

  • Create and edit own content
  • Cannot publish (requires approval)
  • Limited media access

Contributor ​

  • Create content
  • Cannot publish
  • Very limited access

Subscriber ​

  • Basic access
  • View content
  • Comment on posts

Custom Roles ​

Create roles with specific permissions:

  1. Create role
  2. Assign permissions
  3. Assign to users

Permissions Management ​

Understanding Permissions ​

Permissions control what users can do:

  • View: Can see content
  • Create: Can create new content
  • Edit: Can modify content
  • Delete: Can remove content
  • Manage: Full control over module

Permission Structure ​

Module Permissions ​

  • view posts - View blog posts
  • create posts - Create posts
  • edit posts - Edit posts
  • delete posts - Delete posts
  • manage posts - Full post management

System Permissions ​

  • access admin panel - Access admin area
  • manage settings - Change settings
  • manage users - User management
  • manage roles & permissions - Role management

Assigning Permissions ​

To Role ​

  1. Go to Roles → Edit role
  2. Scroll to Permissions
  3. Check permissions to grant
  4. Uncheck to revoke
  5. Click Save

To User ​

  1. Edit user
  2. Go to Permissions section
  3. Assign permissions directly
  4. User-specific permissions override role permissions

Permission Hierarchy ​

  1. User-Specific: Highest priority
  2. Role Permissions: Default permissions
  3. Module Defaults: Base permissions

Bulk Operations ​

Bulk Actions Available ​

Bulk Delete ​

  1. Select multiple users (checkboxes)
  2. Click Bulk Actions dropdown
  3. Select Delete
  4. Confirm deletion
  5. All selected users are deleted

Warning: Cannot be undone. Users' content may be affected.

Bulk Role Assignment ​

  1. Select users
  2. Click Bulk Actions
  3. Select Assign Role
  4. Choose role
  5. All selected users get role

Bulk Status Change ​

  1. Select users
  2. Click Bulk Actions
  3. Select Change Status
  4. Choose Active/Inactive
  5. All selected users updated

Selecting Users ​

  • Select All: Checkbox in header
  • Select Page: Select all on current page
  • Individual: Check individual users

User Teams/Workspaces ​

Overview ​

Teams allow grouping users for:

  • Collaborative projects
  • Resource sharing
  • Team-specific permissions
  • Organization structure

Team Management ​

Creating Teams ​

  1. Go to Users → Teams
  2. Click Create Team
  3. Enter:
    • Team name
    • Description
    • Team settings
  4. Click Save

Assigning Users to Teams ​

  1. Edit user
  2. Go to Teams section
  3. Select team(s)
  4. Choose team role:
    • Owner: Full team control
    • Admin: Team management
    • Member: Basic team access
  5. Save

Team Features ​

  • Shared Resources: Team members share access
  • Team Projects: Collaborative projects
  • Team Permissions: Team-specific access
  • Team Communication: Team messaging

User Activity ​

Activity Tracking ​

System tracks:

  • Login/logout times
  • Content created/edited
  • Settings changed
  • Actions performed

Viewing Activity ​

  1. Go to user profile
  2. Click Activity tab
  3. View:
    • Recent actions
    • Login history
    • Content changes
    • System events

Activity Log ​

Admin can view all user activity:

  • Access at: Activity log (if available)
  • Filter by user, date, action
  • Export activity reports

Password Management ​

Resetting Passwords ​

Admin Reset ​

  1. Edit user
  2. Go to Password section
  3. Enter new password
  4. Confirm password
  5. Save

User Self-Reset ​

  1. User clicks "Forgot Password"
  2. Receives reset email
  3. Clicks reset link
  4. Sets new password

Password Requirements ​

  • Minimum: 8 characters
  • Recommended: 12+ characters
  • Complexity: Mix of letters, numbers, symbols
  • History: Cannot reuse recent passwords (if enabled)

Password Security ​

  • Passwords are encrypted
  • Never stored in plain text
  • Reset links expire
  • Failed login attempts tracked

Best Practices ​

User Creation ​

  1. Verify Email:

    • Use valid email addresses
    • Verify email ownership
    • Keep emails updated

  2. Assign Appropriate Roles:

    • Follow principle of least privilege
    • Only grant necessary permissions
    • Review role assignments regularly

  3. Set Strong Passwords:

    • Enforce password policy
    • Encourage password managers
    • Enable 2FA when possible

Role Management ​

  1. Create Specific Roles:

    • Define clear role purposes
    • Assign relevant permissions
    • Document role responsibilities

  2. Regular Audits:

    • Review user roles periodically
    • Remove unnecessary permissions
    • Update roles as needed

  3. Use Teams:

    • Organize users into teams
    • Simplify permission management
    • Improve collaboration

Security ​

  1. Monitor Activity:

    • Review login logs
    • Check for suspicious activity
    • Investigate anomalies

  2. Regular Cleanup:

    • Remove inactive users
    • Deactivate unused accounts
    • Archive old accounts

  3. Access Control:

    • Limit admin access
    • Use role-based permissions
    • Review permissions regularly

Troubleshooting ​

User Cannot Log In ​

Solutions:

  1. Check user status (must be Active)
  2. Verify email is correct
  3. Check password reset
  4. Verify email verification status
  5. Check for account lockout

Permission Issues ​

Solutions:

  1. Verify role permissions
  2. Check user-specific permissions
  3. Clear permission cache
  4. Reassign role if needed

Email Not Sending ​

Solutions:

  1. Check email settings
  2. Verify SMTP configuration
  3. Check spam folder
  4. Test email functionality

Last Updated: [Date will be updated during final review]

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